-35.1%
CSCS price history and return analytics
+25.3%
-60.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.4% |
| 7D | -2.4% | +2.4% | -4.8% | +0.1% |
| 30D | +16.9% | -1.5% | +18.4% | +15.9% |
| 3M | +16.1% | -4.1% | +20.2% | +12.6% |
| 6M | +0.1% | +0.6% | -0.5% | +1.7% |
| YTD | -26.9% | +11.0% | -38.0% | -19.7% |
| 1Y | -26.3% | +13.3% | -39.6% | -17.5% |
| All | -35.1% | +25.3% | -60.4% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling